Did you know you could expand your business intelligence capabilities using Epicor SSRS Reports? When it comes to running a business, having access to meaningful data is crucial for making informed decisions.

One way in which Epicor ERP solutions help companies manage their operations efficiently is through the ability to generate reports from the SQL database. This is where SQL Server Reporting Services (SSRS) comes into play.

Discover all about SQL server reporting services and how Epicor leverages SSRS reports to provide you with actionable insights.

Talk with an SSRS consultant at TeccWeb

What Are SSRS Reports?

SSRS Definition

SSRS is the acronym for SQL Server Reporting Services. It refers to the Microsoft SQL Server Services platform, which is part of the SQL server suite.

How to use SQL Reporting Services?

SSRS server data tools help transform raw data into easy-to-read documents. These documents are like snapshots of your business’s performance, presenting information in a clear and organized way. Report users can visualize data trends, monitor key metrics, and support decision-making processes.

How Epicor Leverages SSRS Reports

Seamless SSRS integration into the Epicor platform allows users to define role-based access, create reports and customize reports that matter to your business. Here’s how it works.

Accessing SSRS Tools & Reports Folder

When you log into your Epicor ERP system, you can access SSRS reports directly within the application. Epicor simplifies enterprise reporting using SSRS by offering easy-to-use “Report Styles” and options.

Choosing the Right Report Type

Epicor’s report builder provides a variety of default templates (Report Styles) and options tailored to different aspects of your business. Whether you need SSRS financial reports, printed reports, inventory summaries, sales analyses, invoices, barcodes or labels, Epicor has you covered.

Setting Up SSRS Reports for Your Needs

There is no need to worry if the default reports don’t perfectly match your requirements. With Epicor SSRS custom reports, creating an SSRS report that meets your company’s unique needs is easy.

For example, you can choose which data sources to include, how it’s presented, and even add your company logo, colors and other branding for a professional touch. All you need to do is copy a “Report Style”, download it, and make your changes with Microsoft’s SSRS Report Builder.

Then, you can upload the new report to the copied report style and start generating advanced SSRS reports with your Epicor database. You can even have different types of reports in SSRS for the same report, allowing other users to have their own unique version.

Real-Time Data Updates—Dynamic Reports in SSRS

Epicor and Microsoft’s Report Server work together to ensure that you’re always working with up-to-date information. There is no need to manually refresh data. It automatically extracts the latest data from your Epicor system to create a real-time, interactive SSRS report.

Sharing Insights and Power BI With SSRS Reports

SSRS reports are not just for your eyes only. You can effortlessly share them with your team members or management, ensuring everyone can access the same actionable insights. You can backup SSRS reports and export them in a variety of formats, such as PDF or Excel, for easy distribution.

The Benefits of Using SQL Server Reporting Services for Business Intelligence

In summary, SSRS reports in Epicor are key to unlocking the insights hidden within your business data. These reports are designed with you, the end user, in mind. They provide a user-friendly way to access, customize, and share essential information to support your decision-making processes.

So, the next time you need to track your sales performance, review inventory levels, or analyze complex financial data, remember that the SSRS reporting tools in Epicor are there to simplify the process.

Embrace the power of data-driven decision-making and let Epicor’s SSRS reports guide you toward a more successful and informed future for your business.

TeccWeb— Your Trusted Advisor in Delivering Exceptional Epicor Services and Solutions

TeccWeb has been supporting the Epicor ecosystem for 10 years, including supporting the creation and modification of SSRS reports. Reach out today if you’d like to find out more about how the TeccWeb team can help your organization take advantage of the data in your system!

For more personalized SSRS support or Epicor services, do not hesitate to contact TeccWeb.

Author: John Keiser